OneDigital Investment Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
13,040
-604
| -4% | -$10.6K | ﹤0.01% | 1317 |
|
|
2025
Q1 | $276K | Sell |
13,644
-6,950
| -34% | -$141K | ﹤0.01% | 1152 |
|
|
2024
Q4 | $417K | Buy |
20,594
+266
| +1% | +$5.39K | ﹤0.01% | 962 |
|
|
2024
Q3 | $465K | Buy |
20,328
+4,315
| +27% | +$98.7K | 0.01% | 963 |
|
|
2024
Q2 | $314K | Buy |
16,013
+5,654
| +55% | +$111K | ﹤0.01% | 1087 |
|
|
2024
Q1 | $194K | Buy |
+10,359
| New | +$194K | ﹤0.01% | 1044 |
|
|
2022
Q2 | – | Sell |
-7,549
| Closed | -$259K | – | 729 |
|
|
2022
Q1 | $259K | Buy |
7,549
+358
| +5% | +$12.3K | 0.01% | 634 |
|
|
2021
Q4 | $260K | Buy |
7,191
+91
| +1% | +$3.29K | 0.01% | 624 |
|
|
2021
Q3 | $238K | Sell |
7,100
-1,800
| -20% | -$60.3K | 0.01% | 623 |
|
|
2021
Q2 | $296K | Buy |
8,900
+1,700
| +24% | +$56.5K | 0.01% | 554 |
|
|
2021
Q1 | $229K | Buy |
7,200
+200
| +3% | +$6.36K | 0.01% | 571 |
|
|
2020
Q4 | $212K | Sell |
7,000
-539
| -7% | -$16.3K | 0.01% | 573 |
|
|
2020
Q3 | $205K | Sell |
7,539
-179
| -2% | -$4.87K | 0.01% | 538 |
|
|
2020
Q2 | $213K | Buy |
+7,718
| New | +$213K | 0.02% | 520 |
|
|
2020
Q1 | – | Sell |
-7,718
| Closed | -$266K | – | 535 |
|
|
2019
Q4 | $266K | Hold |
7,718
| – | – | 0.02% | 436 |
|
|
2019
Q3 | $275K | Sell |
7,718
-171
| -2% | -$6.09K | 0.02% | 407 |
|
|
2019
Q2 | $252K | Buy |
+7,889
| New | +$252K | 0.02% | 368 |
|
|
2018
Q4 | – | Sell |
-512
| Closed | -$13K | – | 1150 |
|
|
2018
Q3 | $13K | Sell |
512
-1,027
| -67% | -$26.1K | ﹤0.01% | 771 |
|
|
2018
Q2 | $40K | Hold |
1,539
| – | – | 0.01% | 568 |
|
|
2018
Q1 | $36K | Hold |
1,539
| – | – | 0.01% | 607 |
|
|
2017
Q4 | $40K | Hold |
1,539
| – | – | ﹤0.01% | 573 |
|
|
2017
Q3 | $43K | Hold |
1,539
| – | – | 0.02% | 420 |
|
|
2017
Q2 | $49K | Buy |
+1,539
| New | +$49K | 0.01% | 481 |
|